JR
CFP
JR
CFP

James Patrick Russell

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
2,803 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$4.3B

Fee Structure

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Location

4086 Legacy Parkway, Lansing, MI, 48911-4261

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

James sells fixed insurance products to clients through Rehmann Insurance Group, dedicating about a quarter of his time. He also works full-time as a financial advisor for Rehmann Capital Advisory Group and as a registered representative for Rehmann Financial Network LLC, spending about a quarter of his time on the latter.

Employment History
Current Registrations
Rehmann Financial Network, LLCBroker
May 2019 - Present · 6 yrs 9 mos
Rehmann Wealth
September 2017 - Present · 8 yrs 5 mos
Previous Registrations
Rehmann Financial Network, LLCBroker
January 2017 - December 2017 · 11 mos
Royal Alliance Associates, INC.Broker
January 2014 - December 2017 · 3 yrs 11 mos
LPL Financial LLC
December 2009 - January 2014 · 4 yrs 1 mo
LPL Financial LLCBroker
December 2009 - January 2014 · 4 yrs 1 mo
Chase Investment Services CORP.
September 2009 - November 2009 · 2 mos
Chase Investment Services CORP.Broker
August 2009 - November 2009 · 3 mos
Financial Network Investment CorporationBroker
August 2008 - August 2009 · 1 yr
Triad Advisors, INC.Broker
October 2007 - August 2008 · 10 mos
Mutual Service CorporationBroker
February 2005 - October 2007 · 2 yrs 8 mos
Edward JonesBroker
May 2003 - February 2005 · 1 yr 9 mos
State Registrations2 states
FLMI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
James Patrick Russell - Financial Advisor | TrueAdvisor